Cutler Investment Group

RIASEC RegisteredEst. 2003
Total AUM
$1.5B
Discretionary
$1.3B
87% of AUM
Avg account
$835K
Accounts
1,847
Employees
23
Advisory reps
21

Firm details

Headquarters
Jacksonville, Oregon
CRD number
128483
Registered since
October 31, 2003
Website
www.cutler.com
Custodians
CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI51.11%
  • Pension & Profit Sharing Plans26.61%
  • Individuals12.63%
  • Investment Companies5.87%
  • Corporations / Businesses2.2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Cutler Investment Group is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2003. The firm serves both individual/family and institutional clients and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core services span financial planning, discretionary portfolio management for individuals, small businesses, investment companies and institutions, and pension consulting. Cutler identifies as an active ESG investor and applies environmental, social and governance considerations to its investment approach. The firm does not present itself as a capital allocator and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 27%, Cash & Cash Equivalents 3%, US Government Bonds 2%, State & Local Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

3 of 4
  • Brook Anderson

    Brook Anderson

    COOCRD 6566083

  • Erich Patten

    Erich Patten

    Chief Investment OfficerCRD 4670959

  • Matthew Patten

    Matthew Patten

    Chief Executive Officer, Portfolio ManagerCRD 2762796

Unlock 1 more executives →

Contacts

3 of 17
  • Tingwei Chiang

    Tingwei Chiang

    Senior Client Service RepresentativeCRD 5112049

  • Dean Russo

    Dean Russo

    Senior Wealth AdvisorCRD 4330498

  • Carol Fischer

    Carol Fischer

    Director of Client RelationsCRD 4351369

Unlock 14 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 95

Active vs passive

$676M in ETFs

Passive

89%

$603M

Active

6%

$73.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MID-CAP INDEX FUND (VO)VanguardPassiveMid Cap Blend$52.7M654,5307.80%
Unlock additional holdings →

Location

Primary office

Jacksonville, OR

Jackson

Location

Jacksonville, OR

Headquartered in Jacksonville, OR, anchoring the Medford-Grants Pass, OR metro in the West.

Metro area
Medford-Grants Pass, OR
Region
West
County
Jackson
Address
525 Bigham Knoll Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Practice Financial Group

RIA

Jacksonville, OR

AUM $437MTEAM 28REPS 9

Jones & Associates Premier Financial Solutions

RIA

Jacksonville, OR

AUM $227MTEAM 3REPS 3

Aerodigm Wealth LLC

RIA

Lake Oswego, OR

AUM $1.5BTEAM 9REPS 7

Matisse Capital

RIA

Portland, OR

AUM $1.6BTEAM 11REPS 10

JGP Wealth Management, LLC

RIA

Bend, OR

AUM $1.4BTEAM 23REPS 18

True Private Wealth Advisors, LLC

RIA

Salem, OR

AUM $1.4BTEAM 22REPS 12
More RIAs in Jacksonville →All Oregon RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth